Phillip Fabry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes a role with the Hamilton County Department of Education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and educational seminars.

Stuart Vaughn is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has held roles at Woodbury Financial Services and Questar Asset Management. Vaughn is a partner and board member at Monarch Financial Group and serves as president of Insight Investments & Insurance, where he specializes in financial product sales and insurance services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools, third-party managers, and multiple advisory platforms.

David Byrum is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2010, accumulating 15 years of industry experience. He is based in Hixson, Tennessee. Outside of his advisory role, he manages a commercial rental property in Humboldt, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Melissa Street is a CFP® professional currently with LPL Financial and has 14 years of industry experience. She previously worked at Royal Alliance Associates for 13 years before joining LPL Financial in 2024. Outside of her advisory role, she is a state-licensed notary in Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Frank Powell is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OSAIC for 35 years. Outside of advisory work, he is a business owner of Extreme Concrete Pumping LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nicholas Guccia is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, Wells Fargo Clearing, Citizens & Northern Bank, N B T Bank, N.A., and LPL Financial, LLC. Outside of his advisory role, he is the sole owner of a real estate rental and development business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports a large network of over 10,000 advisors managing more than $256 billion in assets.

Laurie Powell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She worked at Royal Alliance Associates, Inc. for 30 years before joining LPL Financial in 2024. Outside of advisory services, she is involved in farming through a family business entity that leases land for agricultural purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and customized strategies supported by advanced operational tools.

Jody Wright is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client strategies.

Gretchen Wynn is a Series 66 licensed financial advisor with Edward Jones in Chattanooga, TN, where she has worked since 2018. Prior to joining Edward Jones, she spent seven years at Southern Surgical Arts. Edward Jones serves more than four million individual and institutional clients, offering a broad range of wealth management services through a large network of advisors and branch offices nationwide.

Joshua Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones, he worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he serves as a Mentor Coordinator for the BNI I Gotta Guy Chapter in Southeast Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products supported by a large nationwide network of advisors and branch offices.

Benjamin Broome is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 66 designation and previously worked at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent focusing on various insurance products including dental, group disability income, life, and health coverage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and collaborative client engagement.

Jeffrey King is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lee Prichard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 license and is based in Soddy Daisy, Tennessee. Outside of his advisory role, Prichard is involved in managing rental property in Cleveland, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Matthew Crawford is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

David Queen is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 32 years of industry experience, including 13 years at National Planning Corporation and over 29 years as a CPA with his own practice. David serves on the Tennessee Republican Party State Executive Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a broad platform that includes proprietary and third-party models and employs advanced tools to support its advisers.

Charley Poore III is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm combines a large network of financial advisors and branch offices with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Earl Muse is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 designation and 14 years of industry experience. His prior work includes five years at Metlife Securities and a decade at MassMutual Life Insurance Co. Outside of advising, he is involved in organizing a yearly convention focused on writing, comic collecting, and related activities, where he helps run discussion panels and coordinates guests and vendors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring advisory relationships as annual, collaborative engagements using firm-approved tools to analyze client goals and deliver recommendations.